Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX) Alternatives
Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MACGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to MACGX
MACGX charges 1.00% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among MACGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | MACGX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | MACGX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | MACGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | MACGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | MACGX vs VMGMX |
Best Risk-Adjusted Alternatives to MACGX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | MACGX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | MACGX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | MACGX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | MACGX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | MACGX vs BFGIX |
Top Performing MACGX Alternatives (YTD)
MACGX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | MACGX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | MACGX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | MACGX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | MACGX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | MACGX vs NEEGX |
Lowest Volatility Alternatives to MACGX
MACGX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | MACGX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | MACGX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | MACGX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | MACGX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | MACGX vs VSNGX |
Lowest Drawdown Alternatives to MACGX
MACGX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | MACGX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | MACGX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | MACGX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | MACGX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | MACGX vs VLEQX |
Other Mutual Funds from Morgan Stanley
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Often Compared With MACGX
What investors most often compare with MACGX, based on PortfoliosLab usage data.
Compare MACGX with Any Fund or Stock
Compare MACGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.